FEP vs SCHD

AFEP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FEP $15,793

Lowest cost0.06%SCHD · $6 on $10k

Most income3.01%FEP · $301 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%FEP and SCHD

FEP

SCHD

First Trust Europe AlphaDEX Fund · $483MSchwab U.S. Dividend Equity ETF · $122B

+26.1%3 years · per year$20,035 · $17,123+19.6%

+9.6%5 years · per year$15,793 · $16,459+10.5%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

3.01%12-mo yield$301 · $296 on $10k2.96%

−12.1%Worst dropSmaller wins−6.9%

17.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEP · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AFEP	First Trust Europe AlphaDEX FundRead Desk	0.80%	3.01%	+3.3%	+10.1%	+18.4%	+26.1%	+9.6%	−12.1%	$483M
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AFEP	First Trust Europe AlphaDEX FundRead Desk	0.80%	3.01%	+3.3%	+10.1%	+18.4%	+26.1%	+9.6%	−12.1%	$483M
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FEP vs SCHD

FEP

First Trust Europe AlphaDEX Fund

$15,793

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFEPSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.01%2.96%

5 years, per year+9.6%+10.5%

3 years, per year+26.1%+19.6%

Worst drop · 1Y−12.1%−6.9%

Volatility · 1Y17.8%11.8%

4–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FEP, SCHD, IEMG

Today

0.4%most shared, FEP and IEMG

FEPSCHDIEMG

FEP—0.0%0.4%

SCHD0.0%—0.0%

IEMG0.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IEMG$242 − $9 = $233

FEP$301 − $80 = $221

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee